Retirement planning, insurance, estate planning, maximizing investments, and paying down debt. How does Avila get paid? Today, Cassandra reviews a number of the topics she discusses with potential clients during an introductory conversation. See Privacy Policy at https://art19.com/privacy and California Privacy ...

Today, we dig deeper into the current state of the economy and how today's markets could effect your portfolio. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Corrections, recessions, and depressions, oh my! Today, Cassandra explains how we can respond to and be proactive ahead of a variety of market fluctuations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Examining trends and opportunities in the year ahead.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we wrap the year with fun financial trivia. Find more info from our sources:https://www.slickcharts.com/dowjones/crash/1929https://www.aol.com/finance/retirement-planning/article/retirement-savings-gap-by-age-164638201.htmlwww.ssa.govwww.IRS.govhttps://worldofhistorycheatsheet.com/history-of-the-amsterdam-stock-exchange/https://wallethub.com/edu/cc/credit-card-history/25894https://pressroom.aboutschwab.com/press-releases/press-release/2024/2024-Schwab-Modern-Wealth-Survey-Shows-Increasing-Financial-Confidence-From-Generation-to-Generation-and-Younger-Americans-Investing-at-an-Earlier-Age/default.aspxSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info....

Cassandra offers advice for setting financial goals and how to approach them.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cassandra is back in studio to discuss some of the retirement savings changes coming in the new year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cassandra discusses life insurance, education savings, and other ways to financially set kids up. Plus, she offers some advice on how to teach children about money. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info....

Cassandra hosted a very successful Baby Boomer focused class to answer questions about impending retirement, she shares some highlights and questions today. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cassandra offers some tips on how to create healthy financial dialogue, goals, and boundaries in a relationship.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.